Aris Mining Corporation (ARIS)vsFranco-Nevada Corporation (FNV)
ARIS
Aris Mining Corporation
$17.29
-1.31%
BASIC MATERIALS · Cap: $3.69B
FNV
Franco-Nevada Corporation
$234.50
+4.19%
BASIC MATERIALS · Cap: $43.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 94% more annual revenue ($1.80B vs $927.66M). FNV leads profitability with a 61.6% profit margin vs 8.4%. FNV trades at a lower P/E of 39.4x. FNV earns a higher WallStSmart Score of 68/100 (B-).
ARIS
Buy63
out of 100
Grade: C+
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ARIS.
Margin of Safety
-54.7%
Fair Value
$166.59
Current Price
$234.50
$67.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.0%
Revenue surging 104.2% year-over-year
Earnings expanding 121.7% YoY
Reasonable price relative to book value
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 6.3% — below average capital efficiency
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ARIS
The strongest argument for ARIS centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 104.2% demonstrates continued momentum.
Bull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bear Case : ARIS
The primary concerns for ARIS are Return on Equity, P/E Ratio. A P/E of 43.6x leaves little room for execution misses.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
ARIS profiles as a hypergrowth stock while FNV is a growth play — different risk/reward profiles.
ARIS carries more volatility with a beta of 1.91 — expect wider price swings.
ARIS is growing revenue faster at 104.2% — sustainability is the question.
ARIS generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 63/100), backed by strong 61.6% margins and 85.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aris Mining Corporation
BASIC MATERIALS · GOLD · USA
ARI Network Services, Inc. provides software as a service (SaaS), data as a service (DaaS), and other solutions to equipment manufacturers, distributors, and dealers. The company is headquartered in Milwaukee, Wisconsin.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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